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HB Wealth Management’s Crown Holdings CCK Stock Holding History

HB Wealth Management’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Sell
3,620
-509
-12% -$51.4K ﹤0.01% 1215
2026
Q1 		$414K Sell
4,129
-57
-1% -$6.09K ﹤0.01% 1061
2025
Q4 		$431K Sell
4,186
-173
-4% -$16.9K ﹤0.01% 967
2025
Q3 		$421K Buy
4,359
+342
+9% +$34.3K ﹤0.01% 927
2025
Q2 		$414K Sell
4,017
-2,000
-33% -$190K ﹤0.01% 815
2025
Q1 		$537K Buy
+6,017
New +$525K ﹤0.01% 739

Other funds holding CCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HB Wealth Management's CCK Position: Q2 2026 in Review

HB Wealth Management reduced its Crown Holdings (CCK) stake by 12% in Q2 2026, selling an estimated $51.4K and leaving 3,620 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

HB Wealth Management first reported a position in CCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $537K in Q1 2025. 605 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • HB Wealth Management held 3,620 shares of Crown Holdings worth $405K as of Q2 2026.
  • HB Wealth Management sold 509 Crown Holdings shares in Q2 2026, an estimated $51.4K.
  • Crown Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1215 holding.
  • HB Wealth Management first reported a position in Crown Holdings in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Crown Holdings position peaked at $537K in Q1 2025.
  • 605 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.